Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,193 | $72,177-88.6% | $115,037-92.9% | $59,633-86.3% |
| Participation rate | 68.6% | 72.6%-4.0pp | 81.4%-12.8pp | 68.7%-0.1pp |
| Annual return | -2.76% | 12.02%-14.8pp | 26.14%-28.9pp | 2041.40%-2044.2pp |
| Employer contribution / active EE | $1,168 | $2,841-58.9% | $4,608-74.7% | $2,203-47.0% |
| Participant deferral / active EE | $2,648 | $4,783-44.6% | $6,026-56.1% | $3,192-17.0% |
| Admin fee / account holder | $1,258 | $4,927-74.5% | $8,175-84.6% | $4,297-70.7% |